Fund HoldingsCarroll Investors, Inc

Total Portfolio Value
$152.59M
Total Bought
$21.58M
Total Sold
$11.72M
Net Transaction
+$9.85M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
PALANTIR TECHNOLOGIES INC(PLTR)149,789234,638+84,8493,7948,7265.72%+4,932
TESLA INC(TSLA)63,79464,661+86712,62216,91311.08%+4,291
APPLE INC(AAPL)86,26987,623+1,35418,19420,37913.36%+2,185
THE TRADE DESK INC(TTD)70,02379,210+9,1876,8438,6845.69%+1,840
HOME DEPOT INC(HD)02,943+2,94301,1860.78%+1,186
VERTIV HOLDINGS CO(VRT)010,957+10,95701,0890.71%+1,089
META PLATFORMS INC(META)01,694+1,69409660.63%+966
PROGRESSIVE CORP(PGR)10,37411,614+1,2402,1652,9391.93%+774
PALO ALTO NETWORKS INC(PANW)26,65428,310+1,6569,0399,6666.33%+627
NVIDIA CORPORATION(NVDA)154,952161,946+6,99419,15119,66712.89%+516
RECURSION PHARMACEUTICALS IN(RXRX)80,766162,740+81,9746061,0760.70%+470
GE AEROSPACE(GE)2,3084,137+1,8293697740.51%+404
ALPHABET INC(GOOG)1,3313,811+2,4802446300.41%+385
ISHARES TR0639+63903690.24%+369
ADVANCED MICRO DEVICES INC(AMD)57,02758,259+1,2329,2389,5606.27%+322
AMAZON COM INC(AMZN)24,08626,333+2,2474,6764,9153.22%+238
SERVICENOW INC(NOW)0251+25102240.15%+224
WALMART INC(WMT)02,654+2,65402120.14%+212
ELI LILLY & CO(LLY)0228+22802020.13%+202
JPMORGAN CHASE & CO.(JPM)0956+95602010.13%+201
APOLLO GLOBAL MGMT INC(APO)6,4036,906+5037568640.57%+108
ESPERION THERAPEUTICS INC NE(ESPR)012,071+12,0710200.01%+20
MICROSOFT CORP(MSFT)30,02931,262+1,23313,43413,4478.81%+13
VANGUARD WORLD FD1,6251,618-75115210.34%+10
D-WAVE QUANTUM INC(QBTS)30,48530,485035300.02%-5
UNITEDHEALTH GROUP INC(UNH)469464-53332700.18%-63
COSTCO WHSL CORP NEW(COST)7,5786,659-9196,4435,9023.87%-541
BLOCK INC(XYZ)56,86939,520-17,3493,6572,6521.74%-1,004
LAS VEGAS SANDS CORP(LVS)24,0570-24,0571,0650-1,065
CHIPOTLE MEXICAN GRILL INC(CMG)289,535287,331-2,20418,13416,66210.92%-1,471
SNOWFLAKE INC(SNOW)84,48533,447-51,03811,4093,8402.52%-7,568
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